Iag Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History

Iag Wealth Partners, LLC

$681 Million
Q2 2025

A detailed history of Iag Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 109,310 shares of SPYV stock, worth $5.83 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

109,310

Previous 79,645 37.25%

Holding current value

$5.83 Million

Previous $4.03 Million 41.89%

% of portfolio

0.84%

Previous 0.71%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$45.11 - $52.34 $1.34 Million - $1.55 Million	29,665 Added 37.25%	109,310 $5.72 Million
Q1 2025 Apr 16, 2025	SELL	$49.78 - $53.19 $101,352 - $108,294	-2,036 Reduced 2.49%	79,645 $4.03 Million
Q4 2024 Feb 10, 2025	SELL	$51.09 - $55.27 $191,894 - $207,594	-3,756 Reduced 4.4%	81,681 $4.18 Million
Q3 2024 Oct 29, 2024	BUY	$48.51 - $52.86 $1,988 - $2,167	41 Added 0.05%	85,437 $4.52 Million
Q2 2024 Jul 16, 2024	BUY	$47.37 - $50.09 $13,595 - $14,375	287 Added 0.34%	85,396 $4.16 Million
Q1 2024 Apr 24, 2024	SELL	$45.88 - $50.1 $111,626 - $121,893	-2,433 Reduced 2.78%	85,109 $4.26 Million
Q4 2023 Feb 02, 2024	BUY	$39.63 - $46.73 $423,723 - $499,637	10,692 Added 13.91%	87,542 $4.08 Million
Q3 2023 Oct 24, 2023	SELL	$41.15 - $44.69 $161,019 - $174,871	-3,913 Reduced 4.85%	76,850 $3.17 Million
Q2 2023 Aug 10, 2023	SELL	$40.17 - $43.27 $241 - $259	-6 Reduced 0.01%	80,763 $3.49 Million
Q1 2023 Apr 25, 2023	SELL	$38.68 - $42.77 $265,422 - $293,487	-6,862 Reduced 7.83%	80,769 $3.29 Million
Q4 2022 Feb 08, 2023	BUY	$34.79 - $40.71 $734,869 - $859,917	21,123 Added 31.76%	87,631 $3.41 Million
Q3 2022 Oct 26, 2022	BUY	$34.49 - $40.43 $375,354 - $439,999	10,883 Added 19.56%	66,508 $2.29 Million
Q2 2022 Aug 03, 2022	BUY	$35.93 - $42.52 $32,768 - $38,778	912 Added 1.67%	55,625 $2.05 Million
Q1 2022 May 04, 2022	SELL	$39.54 - $42.64 $148,472 - $160,113	-3,755 Reduced 6.42%	54,713 $2.28 Million
Q4 2021 Feb 14, 2022	BUY	$39.14 - $42.04 $97,732 - $104,973	2,497 Added 4.46%	58,468 $2.46 Million
Q3 2021 Nov 04, 2021	SELL	$38.51 - $40.73 $44,132 - $46,676	-1,146 Reduced 2.01%	55,971 $2.18 Million
Q2 2021 Aug 04, 2021	SELL	$38.15 - $40.6 $173,620 - $184,770	-4,551 Reduced 7.38%	57,117 $2.26 Million
Q1 2021 Apr 29, 2021	SELL	$33.86 - $38.29 $87,528 - $98,979	-2,585 Reduced 4.02%	61,668 $2.34 Million
Q4 2020 Feb 11, 2021	SELL	$29.5 - $34.42 $25,930 - $30,255	-879 Reduced 1.35%	64,253 $2.21 Million
Q3 2020 Feb 11, 2021	SELL	$28.64 - $31.68 $146,264 - $161,789	-5,107 Reduced 7.27%	65,132 $1.97 Million
Q2 2020 Feb 11, 2021	SELL	$24.7 - $32.15 $310,824 - $404,575	-12,584 Reduced 15.19%	70,239 $2.04 Million
Q1 2020 Feb 11, 2021	SELL	$22.11 - $35.37 $962,514 - $1.54 Million	-43,533 Reduced 34.45%	82,823 $2.14 Million
Q4 2019 Feb 11, 2021	BUY	$30.96 - $35.07 $3.91 Million - $4.43 Million	126,356 New	126,356 $4.41 Million

Others Institutions Holding SPYV

# of Institutions

1,145

Shares Held

438M

Call Options Held

259K

Put Options Held

32.3K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Account

Iag Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History